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Every module in Microbizz has a set of permissions, which is the case for the Invoices module as well.

For a general understanding of permissions visit this section.

Keep in mind that the users must log off the system and back again before the permissions take effect.


Invoices specific permissions

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  • Invoices - view: Allows you to specify who has the permission to access Invoices
    • Invoices -edit: Allows you to specify who has the permission to edit Invoices
    • Invoices - book: Allows you to specify who has the permission to book Invoices
    • Invoices - delete: Allows you to specify who has the permission to delete Invoices
  • Invoices - fees: Allows you to specify who has access to the "Fees" tab on companies and who may administer those fees (Invoices > Settings > Fees)
  • Number series: Allows you to specify who has permission to administer the Numbers function (Invoices > Settings > NumbersSeries)
  • EDI inbox: Allows you to specify who has access to the EDI inbox
    • See unassigned invoices: Allows you to specify who can see unassigned invoices
    • EDI files: Allows you to specify who has permission to administer EDI files
    • EDI filters: Allows you to specify who has permission to administer EDI filters
  • EDI blacklist products: Allows you to specify who has permission to administer Blacklisted products (Invoices > Settings > Blacklisted Products)
  • Time extraction - companies: Allows you to specify who has permission to administer Time extraction from companies (Invoices > Time Extraction > Companies)
  • Payment terms: Allows you to specify who has permission to administer Custom fields (Invoices > Settings > Payment terms)
  • Price settings: Allows you to specify who has permission to administer "Basic prices" and "Prices per comp. type" - (Invoices > Settings > Basic Prices) - (Invoices > Settings > Prices per comp. type)
  • Fields: Allows you to specify who has permission to administer Custom fields (Invoices > Settings > Custom Fields)

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